Saves loads of time!
Really saves time producing management accounts, particularly where consolidation is needed.
Predict & Advisor
Both products are very good - we use Advisor for a few of our clients that are looking for more comprehensive and detailed forecasting and reporting. Predict bridges the gap between those clients that really don't benefit from forecasting and those clients that would benefit but without having to spend inordinate amounts of time and effort on forecasting.
Futrli Predict and Advisor
Futrli predict and advisor We have been using Futrli advisor for our management reporting for around 18 months now and we wouldn't consider using anything else. Our clients love the visibility our reporting gives them of their numbers and the scenario planning so that they can see the outcomes of various scenarios. It is such a powerful tool - I would highly recommend. We have recently started using Predict and find this a really powerful tool for short to medium term cashflow forecasting. The ability to link to google sheets and pull the data through into the forecast is something I hadn't come across before but Helen talked me through it and I was very comfortable using it within half an hour. The possibilities for forecasting are endless - this is a very good piece of software and I would highly recommend to other accountancy practices wanting to add extra services and value for their clients.
Futrli Advisor for Accountants
Futrli Advisor is now our go to tool for Management Reporting and Forecasting. Clients are particularly impressed by the rolling 3 way forecasts we produce so they can see the impact of good or poor months on future cash and year end results. We have pretty much been able to replicate graphs of anything the client is used to having in Excel. The software is driving monthly 30 minute video catch ups with clients to run through the numbers on screen, which eliminates the need to produce and email pdf copies with the associated GDPR and other issues. Shout out to Sam Skae and the team for helping us embed the software into our day to day services.
Great product and customer service
Everyone I have dealt with at Futrli is super helpful and the support is really excellent.
The people at Futrli are great to deal with. Their software is really good; they don't just want to "sell it to you" they want you to get the best out of it for you and your clients.